See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,680 | $85,790-80.6% | $67,313-75.2% | $135,375-87.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.72% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,776 | $3,487+94.3% | $2,566+164.1% | $4,779+41.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $98 | $6,392-98.5% | $4,507-97.8% | $10,827-99.1% |